UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254B
AUM Growth
+$14.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,109
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$590M
3
+$368M
4
PLAN
Anaplan, Inc.
PLAN
+$264M
5
UBS icon
UBS Group
UBS
+$223M

Top Sells

1
+$717M
2
+$677M
3
+$653M
4
AMZN icon
Amazon
AMZN
+$641M
5
META icon
Meta Platforms (Facebook)
META
+$351M

Sector Composition

1 Technology 16.81%
2 Financials 9.11%
3 Healthcare 8.2%
4 Consumer Discretionary 7.94%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
$1.09M ﹤0.01%
51,299
-30,067
3377
$1.09M ﹤0.01%
482,650
-46,195
3378
$1.09M ﹤0.01%
108,032
+100,851
3379
$1.09M ﹤0.01%
20,138
-2,886
3380
$1.08M ﹤0.01%
10,601
-1,137
3381
$1.08M ﹤0.01%
20,023
-1,278
3382
$1.08M ﹤0.01%
4,694
+3,404
3383
$1.08M ﹤0.01%
+71,385
3384
$1.08M ﹤0.01%
+14,578
3385
$1.08M ﹤0.01%
62,633
+17,458
3386
$1.08M ﹤0.01%
45,235
-76,552
3387
$1.08M ﹤0.01%
33,985
+23,821
3388
$1.07M ﹤0.01%
6,352
+556
3389
$1.07M ﹤0.01%
89,398
+66,364
3390
$1.07M ﹤0.01%
64,287
-48,438
3391
$1.07M ﹤0.01%
17,249
+8,410
3392
$1.07M ﹤0.01%
104,427
+63,798
3393
$1.07M ﹤0.01%
22,712
+10,742
3394
$1.07M ﹤0.01%
50,637
+1,136
3395
$1.07M ﹤0.01%
33,841
+11,806
3396
$1.07M ﹤0.01%
29,776
+9,339
3397
$1.07M ﹤0.01%
4,800
+1,920
3398
$1.07M ﹤0.01%
3,475
+1,313
3399
$1.06M ﹤0.01%
181,029
+4,978
3400
$1.06M ﹤0.01%
110,447
+2,492
134 135
136
137 138